Experienced Associate – Investment Banking, Healthcare Services
At a glance
Junior Investment & Corporate Development role at Guggenheim Securities. New York · full-time · $175,000–$200,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Run daily execution across advisory and financing deals, keeping project work moving from start to finish
- Build client presentations and engage with senior bankers, clients, attorneys and accountants
- Help shape financial models and valuation work for complex assignments
- Write transaction materials such as management and lender presentations, fairness opinions and pitchbooks
- Research sector competition and trends, then turn findings into recommendations for senior leaders
What you bring
- Three to six years in investment banking or comparable M&A work
- A bachelor's degree and professional experience with financial modeling and valuation
- You must obtain the SIE, Series 79 and Series 63 within 150 days after starting
Who this fits
This role suits an experienced associate who can handle detailed analysis, organize transaction work, communicate clearly and operate with limited supervision. The position is based in New York, with at least four office days each week.
From the employer
Job Description:
Guggenheim Securities (“GS”) is seeking an experienced Associate to join its Healthcare Services Investment Banking group located in New York.
The Healthcare Services Group at Guggenheim Securities is a rapidly growing and a critically important strategic initiative for the firm. We provide coverage across various sub-verticals including pharma services, providers, payors, animal health and HCIT. Our Associates play an integral role in evolving and enhancing our client relationships and are active participants throughout the life of transactions and beyond.
Associates will join a highly collaborative team responsible for providing M&A advisory and capital raising (equity and fixed income) service and capabilities to corporate clients. GS offers a unique opportunity to work as part of small client teams on major strategic and financing assignments, providing meaningful exposure to senior bankers and client representatives.
We aspire to continuously refresh and cultivate a culture of Innovation, Diversity, and Inclusion. In a client services business like ours, our team members are the product, the service, and the offering. We will provide best-in-class Investment Banking training—formal and hands-on—as you continue to develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more.
Candidates should be top performers who are willing to work hard in a dynamic environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued.
Essential Job Functions
Lead day-to-day project management and oversee execution on a range of advisory and financing transactions
Prepare and contribute to delivery of client presentations and interact with senior bankers, clients, lawyers, and accountants
Assist in the design and development of complex financial models and valuation analysis
Draft internal and client-facing documents, including management presentations, lender presentations, fairness opinions, and pitchbooks
Perform client due diligence, prepare information memoranda and other transaction-related documentation
Contribute to the creation of strategic frameworks, tools, and intellectual property to aid business development activities of the firm
Conduct competitive research, including identifying sector and industry trends
Gather and analyze information, formulate and test hypotheses, develop and communicate recommendations to senior leadership
Preferred Qualifications
3-6 years of investment banking or equivalent M&A experience
Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management
Highly organized, with the initiative and ability to work with limited supervision
Excellent analytical skills and attention to detail
Strong written and oral communication skills
Effective process management abilities
Basic Qualifications
Requires a minimum of a Bachelor's degree
Core modeling and valuation experience in professional setting
SIE Exam, Series 79 and Series 63 must be acquired within 150 days of employment
Work Location
Currently, this role is expected to be in the New York office at least 4 days per week.
Salary
Annual base salary between $175,000 and $200,000.
The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.
About Us:
Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston.
For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at GSLateralRecruiting@guggenheimpartners.com or 212.518.9200.
Guggenheim Securities, LLC (“GS”) does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.